See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,327 | $73,867-40.0% | $143,757-69.2% | $68,494-35.3% |
| Participation rate | 34.9% | 66.7%-31.8pp | 80.3%-45.4pp | 67.9%-33.0pp |
| Annual return | -18.05% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $152 | $3,184-95.2% | $4,951-96.9% | $2,596-94.1% |
| Participant deferral / active EE | $3,325 | $3,384-1.8% | $5,637-41.0% | $4,027-17.4% |
| Admin fee / account holder | $8,650 | $5,755+50.3% | $14,673-41.0% | $5,403+60.1% |